Elizabeth is a Service Advisor focused on providing planning support and assisting with the management of client relationships. She is involved at all levels of servicing clients financial needs, including the development and implementation of our comprehensive financial plans.
Elizabeth has over 15 years of financial industry experience. Prior to becoming a Service Advisor, she worked as a personal banker for Wells Fargo bank. She obtained a B.S. in Agribusiness from Texas A&M University in 2004 and received her certificate in Financial Planning from Southern Methodist University in 2012.
Elizabeth grew up in Fort Worth, Texas and currently resides in Dallas. She is a sustainer member of the Junior League of Dallas, having volunteered at places such as the Ronald McDonald House. When Elizabeth is not working, she enjoys traveling and spending time with her family.